How to Create and Use Email Templates in Your Cold Email Campaigns

Email templates are a powerful tool allowing you to streamline your communication efforts and maintain consistency across your campaigns.

Step 1: Creating an Email Template (snippets) 

 Updated: Nov 10, 2023 6:26 PM

1. Locate the Marketing menu item from the blue navigation bar.

2. Select Templates (Snippets) located at the top in the menu bar

3. Click on the +Add Template (Snippet) drop-down and choose Add Email Template (Snippet)

4. Enter a name for your template, for example, "Cold Email Response 1."

5. Specify the subject line for your email template, such as "Your Income Projection."

6. In the content area, compose the body of your email. This is where you can design and structure the message you want to convey. Below are four different responses along with the custom fields already composed. 

7. Save your email template.

Step 2: Cold Email Responses

Attached are two different approaches each with four different responses along with the custom fields already configured. You can add one or all of the templates as you see fit.  Simply open the file then copy and paste the different sections as laid out in the template. Proof the spacing and update the text anytime it reads 'INSERT LINK' with your calendar link. 

In Person Approach

Remote BD Approach

Step 3: Using Templates in Conversations

1. Navigate to your Conversations from the blue navigation menu.

2. Open the Contact you wish to reply to. 

3. At the bottom select Email, this will open the editor to reply. 

4. Using the editor tools find the one to Insert template (Snippets).

   

5. From the dropdown you will see the templates you added, choose the one you want then select Use Template. 

   
6. This will add the email template you created to the conversation, proof to make sure everything looks good then Send.